Process Automation

Automate Your Company's Routine Processes and Activities

Overview

Processes are the foundation of an organization’s operations. They represent how the organization transforms inputs into outputs, adds value to its products and services, satisfies its customers, and generates results. A properly mapped process allows you to look beyond isolated functional activities and provides an integrated and holistic view of these activities, becoming an essential management tool.

How the service works

Learn about the stages of this service

Modalities

It is known that after the entire process mapping service is completed, there is a need to carry out the operational task of automating and measuring certain processes. This task requires time and resources. Despite its recognized importance, organizations do not always have the ideal conditions to prioritize this activity.

To address this need, SoftExpert offers the Process Automation service. A SoftExpert consultant, specializing in process tools, takes charge of transferring all the processes and their respective indicators, previously defined by the client or by the SoftExpert process and business consultant, into the system, but which have not yet been implemented. This allows the client’s team of professionals to focus on higher-value business activities, leaving the more operational tasks to SoftExpert.

Automation 

The SoftExpert consultant, in collaboration with the client, conducts an analysis to verify the feasibility of automating the process using the SoftExpert Workflow component, ensuring that the flow is controlled automatically. Process automation minimizes task transfer, thereby reducing cycle times. The system not only enhances productivity but also ensures that all process instances follow the same rules and comply with the defined process model.

Measurement

In addition to designing and automating, it is also important to measure and monitor processes. Measurement is a prerequisite for effective management of the organization's processes. If the client chooses, the SoftExpert consultant can also configure the portals and views defined by the client, allowing for process measurement and monitoring, all integrated via the SoftExpert Analytics component.

Modalities

Hourly Package

In the Hourly Package modality, SoftExpert estimates the effort required for the activity and submits the process to a group of consultants specialized in process automation. The hours used during the execution of the activities are deducted from the hourly package, and the client is informed of the physical and financial progress of the process.

Turnkey 

In the Turnkey modality, SoftExpert develops a precise scope and budget for the necessary activities. Once approved, the process is submitted to a group of consultants specializing in the activities outlined in the scope.

Benefits for the Client

  • Development process using agile methodology;
  • Allocation of resources by hours and not by consecutive periods, allowing the process to evolve according to the client’s availability without requiring full dedication to maintain the scheduled time with the on-site consultant;
  • Acceleration of ROI achievement;
  • Faster implementation of processes and full utilization of the system;
  • Reduction of operational costs;
  • Concentration of focus on the business;
  • Rapid results;
  • Facilitates the implementation of continuous improvement actions;
  • Broader and holistic view of the organization’s operations;
  • Effective use of the best functionalities of SoftExpert systems.

Main Activities

  • Meetings to gather requirements for the new process, or to maintain an existing process, or to provide technical support regarding the implemented or in-progress processes;
  • Process design in the SoftExpert Process component;
  • Process Automation in the SoftExpert Workflow component;
  • Form Automation in the SoftExpert Forms component;
  • Process validation in the test environment;
  • Deployment of processes in the Production environment.**
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    Modalities

    It is known that after the entire process mapping service is completed, there is a need to carry out the operational task of automating and measuring certain processes. This task requires time and resources. Despite its recognized importance, organizations do not always have the ideal conditions to prioritize this activity.

    To address this need, SoftExpert offers the Process Automation service. A SoftExpert consultant, specializing in process tools, takes charge of transferring all the processes and their respective indicators, previously defined by the client or by the SoftExpert process and business consultant, into the system, but which have not yet been implemented. This allows the client’s team of professionals to focus on higher-value business activities, leaving the more operational tasks to SoftExpert.

    Automation 

    The SoftExpert consultant, in collaboration with the client, conducts an analysis to verify the feasibility of automating the process using the SoftExpert Workflow component, ensuring that the flow is controlled automatically. Process automation minimizes task transfer, thereby reducing cycle times. The system not only enhances productivity but also ensures that all process instances follow the same rules and comply with the defined process model.

    Measurement

    In addition to designing and automating, it is also important to measure and monitor processes. Measurement is a prerequisite for effective management of the organization's processes. If the client chooses, the SoftExpert consultant can also configure the portals and views defined by the client, allowing for process measurement and monitoring, all integrated via the SoftExpert Analytics component.

    Modalities

    Hourly Package

    In the Hourly Package modality, SoftExpert estimates the effort required for the activity and submits the process to a group of consultants specialized in process automation. The hours used during the execution of the activities are deducted from the hourly package, and the client is informed of the physical and financial progress of the process.

    Turnkey 

    In the Turnkey modality, SoftExpert develops a precise scope and budget for the necessary activities. Once approved, the process is submitted to a group of consultants specializing in the activities outlined in the scope.

    Benefits for the Client

    • Development process using agile methodology;
    • Allocation of resources by hours and not by consecutive periods, allowing the process to evolve according to the client’s availability without requiring full dedication to maintain the scheduled time with the on-site consultant;
    • Acceleration of ROI achievement;
    • Faster implementation of processes and full utilization of the system;
    • Reduction of operational costs;
    • Concentration of focus on the business;
    • Rapid results;
    • Facilitates the implementation of continuous improvement actions;
    • Broader and holistic view of the organization’s operations;
    • Effective use of the best functionalities of SoftExpert systems.

    Main Activities

    • Meetings to gather requirements for the new process, or to maintain an existing process, or to provide technical support regarding the implemented or in-progress processes;
    • Process design in the SoftExpert Process component;
    • Process Automation in the SoftExpert Workflow component;
    • Form Automation in the SoftExpert Forms component;
    • Process validation in the test environment;
    • Deployment of processes in the Production environment.**

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Why do customers choose SoftExpert

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Kley Hertz enhances processes, ensures information security, and increases productivity by 60% with SoftExpert
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CSN Paraná optimizes indicator management and reduces time, gaining 42 days per year in efficiency
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Biosev manages documents, projects, requests, and action plans with over 750 active users within SoftExpert Suite.
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